SWM

SeaCrest Wealth Management Portfolio holdings

AUM $948M
1-Year Est. Return 33.29%
This Quarter Est. Return
1 Year Est. Return
+33.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$818M
AUM Growth
+$8.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$2.46M
3
+$2.06M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.52M
5
ANET icon
Arista Networks
ANET
+$1.25M

Top Sells

1
+$7.37M
2
+$6.75M
3
+$5.16M
4
HUBB icon
Hubbell
HUBB
+$5.1M
5
NVDA icon
NVIDIA
NVDA
+$5.03M

Sector Composition

1 Technology 25.43%
2 Financials 8.23%
3 Communication Services 8.22%
4 Healthcare 7.44%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$213K 0.03%
1,865
-852
552
$211K 0.03%
+379
553
$211K 0.03%
4,918
-1,674
554
$210K 0.03%
4,740
555
$210K 0.03%
+2,632
556
$209K 0.03%
+2,181
557
$208K 0.03%
2,096
-2,377
558
$207K 0.03%
1,194
-33
559
$206K 0.03%
9,506
-4,384
560
$206K 0.03%
+5,903
561
$206K 0.03%
+2,131
562
$205K 0.03%
+758
563
$205K 0.03%
64,408
+5,581
564
$204K 0.03%
+3,322
565
$204K 0.02%
30,098
+13,554
566
$203K 0.02%
+10,000
567
$203K 0.02%
995
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568
$203K 0.02%
27,810
-3,451
569
$202K 0.02%
+1,508
570
$201K 0.02%
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571
$201K 0.02%
+10,000
572
$191K 0.02%
13,247
+1,435
573
$189K 0.02%
10,897
-2,464
574
$188K 0.02%
10,517
+61
575
$175K 0.02%
67,225
+19,000
21 22
23
24 25